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BusinessSales Bookings
By emccune
Category: Business. Viewed 531 times. Created December 2014.     Disclaimer.   
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Determine whether or not a sale can be booked in Salesforce

                 
Is there a signed sales order?
YES
Book It!
 
 
 

NO


YES






Is there a purchase order
YES
Have they previously signed a sales order?
NO
Need a sales order signed too, then...
 
 

NO








Did they purchase via eCommerce?
YES
Did you have an open opportunity in Salesforce already?
YES
Book it!
 
 

NO


NO


YES




There's no booking, sorry.
NO
Is it an account built in Salesforce and managed by you?
YES
Have you actively been engaged in the account, with current activity reflected in Salesforce?